SPDR DJ Wilshire Large Cap Value shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $495k | 9.9k | 50.10 |
| 2023-12-31 | $225k | 4.8k | 46.63 |
| 2023-09-30 | $155k | 3.8k | 41.26 |
| 2023-06-30 | $162k | 3.8k | 43.20 |
| 2023-03-31 | $153k | 3.8k | 40.72 |
| 2022-12-31 | $146k | 3.8k | 38.89 |
| 2022-09-30 | $481k | 14k | 34.49 |
| 2022-06-30 | $517k | 14k | 36.85 |
| 2022-03-31 | $586k | 14k | 41.76 |
| 2021-12-31 | $589k | 14k | 41.98 |
| 2021-09-30 | $558k | 14k | 39.03 |
| 2021-06-30 | $151k | 3.8k | 39.66 |
| 2021-03-31 | $129k | 3.4k | 38.04 |
| 2020-12-31 | $117k | 3.4k | 34.50 |
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